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Physician Wealth Advisors
PHYSICIAN WEALTH ADVISORS, INC. is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2005. The firm manages $2.0 billion in assets,...
Physician Wealth Advisors
PHYSICIAN WEALTH ADVISORS, INC. is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2005. The firm manages $2.0 billion in assets, $1.3 billion on a discretionary basis. It has 15 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Physician Wealth Advisors?
The firm is led by a team of physician-advisers, many of whom hold the CFP® designation. Specific names and roles are not publicly disclosed, but the firm's ADV brochure states that all advisory services are supervised by its principals (per SEC IARD).
What is Physician Wealth Advisors' investment philosophy?
The firm uses a low-cost, tax-aware, passive-indexing approach for core portfolios. It favors asset allocation and rebalancing over market timing or active stock picking, with client portfolios typically holding a mix of domestic and international equities, bonds, and select alternatives (per the firm's ADV Part 2).
Is Physician Wealth Advisors structured as a single family office or a multi-family office?
It operates as a registered investment advisor (RIA) serving multiple families, all of whom are medical professionals. This multi-family office structure gives clients pooled access to planning resources and investment strategies that might otherwise be available only to ultra-high-net-worth families.
What investment stages and asset classes does Physician Wealth Advisors typically target?
The firm primarily manages liquid public-market assets—stocks, bonds, ETFs—and advises on real estate, private placements, and insurance products. It does not run a venture capital or private equity fund; rather, it allocates client capital to third-party managers and direct holdings as part of a diversified plan.
How does Physician Wealth Advisors source proprietary deal flow?
The firm does not publicly discuss deal sourcing. Given its focus on low-cost index funds and planning, proprietary direct investments do not appear to be a core service. Any alternative allocations likely come from established institutional managers or syndicated real estate offerings.
What is the firm's known posture on co-investments alongside external GPs?
Physician Wealth Advisors does not advertise co-investment capability. Client portfolios may include third-party alternative investments, but the firm's publicly available materials emphasize planning and passive management, not direct deal participation.
Where does the underlying wealth come from for Physician Wealth Advisors clients?
The client base is composed of physicians, dentists, and other healthcare professionals. Wealth is primarily earned through medical practice income, with financial planning centered on managing high earnings, student debt, and practice equity (per the firm's website and public record).
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